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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,007 | $127,387+126.1% | $115,038+150.4% | $125,389+129.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.09% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $18,786 | $5,166+263.6% | $4,608+307.7% | $4,866+286.1% |
| Participant deferral / active EE | $17,065 | $6,423+165.7% | $6,026+183.2% | $5,352+218.9% |
| Admin fee / account holder | $104,979 | $9,516+1003.2% | $8,175+1184.1% | $9,541+1000.3% |